Adviser Profile
| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 05/08/2025 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 144,386,627 22% |
| of that, discretionary | 114,542,999 100% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 471,852 -39% |
| % High Net Worth | 34.19% -22% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
118M
101M
84M
68M
51M
34M
17M
2025
2026
Private Funds
No private funds